ST DAVIDS FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ST DAVIDS FOUNDATION (EIN 74-1356589)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201113189349305796
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T17:19:19-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Flieller Kruger Skelton & Plyler PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 West Sixth Street Suite 1200 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741356589 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St David's Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STDA | NameControl |
| Phone | 5128796600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 Barton Springs Rd No 600 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jim Ries | Name |
| Title | Chief Financial Officer | Title |
| Phone | 5128796603 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Greg D Skelton | Name |
| Phone | 5124796000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Earl Maxwell | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 Barton Springs Rd | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 76241302 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.stdavidsfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1924 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | To improve health and health care for all Central Texans. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 55 | TotalNbrEmployees |
| Total Nbr Volunteers | 35 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 69654 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 92537 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 60097000 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 73399491 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 414164 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2746074 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3200 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 60580818 | TotalRevenuePriorYear |
| Total Revenue Current Year | 76241302 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15695231 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 20346273 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1927078 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4315166 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1328823 | OtherExpensePriorYear |
| Other Expenses Current Year | 2344182 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18951132 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27005621 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 41629686 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 49235681 | RevenuesLessExpensesCY |
| Total Assets BOY | 385469758 | TotalAssetsBOY |
| Total Assets EOY | 450232526 | TotalAssetsEOY |
| Total Liabilities BOY | 4844734 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8796291 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 380625024 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 441436235 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | St. David's Foundation is committed to positively impacting the health of the community. It controls hospitals dedicated to serving Central Texas under the community benefit standard,and it provides grants to programs focused on improving health and healthcare in Central Texas. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 21177518 | Expense |
| Grants | 20346273 | Grants |
| Description | The reporting organization provides grants and corresponding program services to community organizations with the purpose of improving access to health care in Central Texas. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3023825 | Expense |
| Description | The reporting organization provides free comprehensive dental care for low income children through Title 1 schools and for indigent adults in Central Texas who have no other access to services. This service is provided with fully equipped mobile dental clinics that are taken to the schools and safety-net agencies where the adults are located. Each clinic is staffed with full time dentists and support personnel. In 2010, the mobile clinics served 34 Title 1 elementary schools in 6 independent school districts. At these schools we screened 13,418 children for decay, 3,252 teeth were sealed and patient encounters totaled 5,993 for acute and restorative treatment. In addition, we gave oral health education to more than 28,000 students and adults. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 73399491 | Revenue |
| Description | The reporting organization controls hospitals dedicated to serving Central Texas under the community benefit standard. St. David's Healthcare Partnership includes six acute care hospitals and one rehabilitation hospital. In 2010, 56,546 patients were admitted and there were 253,871 emergency room visits. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 24201343 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 1 | Hospital |
| Financial Stmt Attached | 0 | FinancialStmtAttached |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 55 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jim Ries | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5128796603 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 Barton Springs Rd Suite 600 | AddressLine1 |
| City | Austin | City |
| State | TX | State |
| ZIP Code | 78704 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (35 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| H David Hughes | |||||||||
| Board Chair | 15.00 | X | 0 | 0 | 0 | ||||
| Jack T Brown | |||||||||
| Emeritus Director | 0.50 | X | 0 | 0 | 0 | ||||
| Ed Auler | |||||||||
| Emeritus Director | 0.50 | X | 0 | 0 | 0 | ||||
| Charles M Christensen | |||||||||
| Emeritus Director | 0.50 | X | 0 | 0 | 0 | ||||
| Diane Grant | |||||||||
| Emeritus Director | 0.50 | X | 0 | 0 | 0 | ||||
| Jose Guerra | |||||||||
| Emeritus Director | 0.50 | X | 0 | 0 | 0 | ||||
| Robena Jackson | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Scott Thomas | |||||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||||
| Marc Winkelman | |||||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||||
| Barbara H Brightwell | |||||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||||
| Lynn Sherman | |||||||||
| Director, Secretary | 0.50 | X | 0 | 0 | 0 | ||||
| Charles Chaffin | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Rev David Boyd | |||||||||
| Ex-Officio Director | 0.50 | X | 0 | 0 | 0 | ||||
| Jerry Turner | |||||||||
| Vice-Chair | 5.00 | X | 0 | 0 | 0 | ||||
| Bob Present | |||||||||
| Emeritus Director | 0.50 | X | 0 | 0 | 0 | ||||
| John Murray | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Kathleen Angel | |||||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||||
| Ray Bonilla | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Jo Anne Christian | |||||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||||
| Susie Jastrow | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Mary Scott Nabors | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Ray Benson | |||||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||||
| Albert Hawkins | |||||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||||
| Landy Warren | |||||||||
| Director | 0.50 | X | 0 | 0 | 0 | ||||
| CW Hetherly | |||||||||
| Director | 15.00 | X | 0 | 0 | 0 | ||||
| R Earl Maxwell | |||||||||
| CEO | 40.00 | 258916 | 0 | 19378 | X | ||||
| James J Ries | |||||||||
| CFO | 40.00 | 183810 | 0 | 13079 | X | ||||
| Bobbie Barker | |||||||||
| Vice President | 40.00 | 205249 | 0 | 18791 | X | ||||
| Carol Clark | |||||||||
| General Counsel | 35.00 | 240000 | 0 | 11370 | X | ||||
| Patrice Coons | |||||||||
| Clinical Director | 40.00 | 149635 | 0 | 11970 | X | ||||
| Monica Anderson | |||||||||
| Dentist | 40.00 | 126180 | 0 | 12028 | X | ||||
| Caesar Collazo | |||||||||
| Lead Dentist | 40.00 | 124297 | 0 | 15775 | X | ||||
| Kara Diemer | |||||||||
| Lead Dentist | 40.00 | 121401 | 0 | 15333 | X | ||||
| Ensy Atarod | |||||||||
| Lead Dentist | 40.00 | 115631 | 0 | 15568 | X | ||||
| Frank H Dick Moeller | |||||||||
| Past President | 0 | 0 | 0 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1525119 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 133292 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 92537 | AllOtherContributions |
| Total Contributions | 92537 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| St. David's HealthCare | 621990 | 72384833 | 72384833 |
| Medicare Reimbursement | 621990 | 1014658 | 1014658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 73399491 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2746074 | TotalRevenueColumn |
| Exclusion | $2,746,074 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3200 | TotalRevenueColumn |
| Exclusion | $3,200 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 76241302 | TotalRevenueColumn |
| Related Or Exempt Function Income | 73399491 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,749,274 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20346273 | Total |
| Program Services | 20346273 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 950591 | Total |
| Program Services | 224039 | ProgramServices |
| Management And General | 726552 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2637266 | Total |
| Program Services | 2121049 | ProgramServices |
| Management And General | 516217 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78608 | Total |
| Program Services | 51471 | ProgramServices |
| Management And General | 27137 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 432575 | Total |
| Program Services | 331225 | ProgramServices |
| Management And General | 101350 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216126 | Total |
| Program Services | 156186 | ProgramServices |
| Management And General | 59940 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76942 | Total |
| Management And General | 76942 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63835 | Total |
| Management And General | 63835 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 310164 | Total |
| Management And General | 310164 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156912 | Total |
| Program Services | 64036 | ProgramServices |
| Management And General | 92876 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 288281 | Total |
| Management And General | 288281 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179033 | Total |
| Program Services | 67594 | ProgramServices |
| Management And General | 111439 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105658 | Total |
| Program Services | 76155 | ProgramServices |
| Management And General | 29503 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 216125 | Total |
| Management And General | 216125 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69981 | Total |
| Program Services | 45410 | ProgramServices |
| Management And General | 24571 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71054 | Total |
| Program Services | 41507 | ProgramServices |
| Management And General | 29547 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39609 | Total |
| Management And General | 39609 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213152 | Total |
| Program Services | 39645 | ProgramServices |
| Management And General | 173507 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Supplies | 291803 | 291803 | |
| Leased Equipment | 200004 | 200004 | |
| Repairs and Maintenance | 82838 | 82838 | |
| Employee expenses | 60737 | 16959 | 43778 |
| Books and Subscriptions | 38453 | 21320 | 17133 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -120399 | Total |
| Program Services | 23829 | ProgramServices |
| Management And General | -144228 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27005621 | Total |
| Program Services | 24201343 | ProgramServices |
| Management And General | 2804278 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72476 | BOY |
| EOY | 2443931 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1578384 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7117956 | BOY |
| EOY | 6507849 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32950 | BOY |
| EOY | 138903 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 382729 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 123596 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153311 | BOY |
| EOY | 259133 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151603267 | BOY |
| EOY | 165536495 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226489798 | BOY |
| EOY | 273767831 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385469758 | BOY |
| EOY | 450232526 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 503426 | BOY |
| EOY | 305015 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3000000 | BOY |
| EOY | 6969095 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1341308 | BOY |
| EOY | 1522181 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4844734 | BOY |
| EOY | 8796291 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 377580425 | BOY |
| EOY | 438204928 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 485017 | BOY |
| EOY | 637990 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2559582 | BOY |
| EOY | 2593317 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 380625024 | BOY |
| EOY | 441436235 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385469758 | BOY |
| EOY | 450232526 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 49235681 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 11575530 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $804 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $26,421 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 27225 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Explanation of Other Lobbying Activities: | Identifier |
| Return Reference | Part II-B, Line 1i: | ReturnReference |
| Explanation | The Schedule K-1 from St. David's Healthcare Partnership, LP (the "Partnership") included $26,421 of lobbying expenditures, which constituted the portion of the organization's annual association dues dedicated to lobbying activities. In addition to amounts reported on the above-mentioned Schedule K-1, the reporting organization participated in direct contact with local legislators. Jon Foster, CEO of the Partnership spent 2 hours on lobbying activities during 2010. The amount reported on Line 1g above reflects the costs of these activities based upon hourly rates of compensation and allocable overhead for the officer involved. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2559582 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 33735 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2593317 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2500000 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 59582 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2559582 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
| Contributions | 2500000 | Contributions |
| End Of Year Balance | 2500000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 382729 | OtherCostOrOtherBasis |
| Depreciation | 123596 | Depreciation |
| Book Value | 259133 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 259133 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (9 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| TIFF Absolute Return Pool II | 3706035 | F |
| TIFF Multi Asset Fund | 108199825 | F |
| TIFF Private Equity Partners 2007 | 2644972 | F |
| TIFF Private Equity Partners 2008 | 1850833 | F |
| TIFF Private Equity Partners 2009 | 396240 | F |
| TIFF Realty & Resources III | 1562501 | F |
| TIFF Realty & Resources 2008 | 863502 | F |
| TIFF Realty & Resources 2009 | 392179 | F |
| TIFF Short Term | 45920408 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 165536495 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | St. David's Healthcare Partnership, LP, LLP | Description |
| Book Value | 273767831 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 273767831 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due to St. David's Community Health Foundation Holdings | Description |
| Amount | $1,522,181 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1522181 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The Executive Staff is developing recommendations to the Board of Trustees regarding the use of the earnings generated by the Key Endowment. |
| Part X, Line 2: The Foundation is a public, nonprofit 501(c)(3) organization exempt from federal income taxes under Section 510(c)(3) of the Internal Revenue Code, except to the extent it has unrelated business activities. As such, no provision for federal income taxes has been made in the financial statements. The Foundation's policy is to record interest and penalty expense related to income taxes as interest and other expense, respectively. At December 31, 2010 and 2009, no interest or penalties have been or are required to be accrued. The Foundation, generally, is no longer subject to income tax examination by federal authorities for years prior to December 31, 2007. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
Discounted Other DiscountedOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Discounted Other Percentage | 500.000000000000 | DiscountedOtherPercentage |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 25372576 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 732660 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 24639916 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06040 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 37292058 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 63185372 | DirectOffsettingRevenue |
| Net Community Benefit Expense | -25893314 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Unreimbursed Costs UnreimbursedCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 62664634 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 63918032 | DirectOffsettingRevenue |
| Net Community Benefit Expense | -1253398 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06040 | PercentOfTotalExpense |
Community Health Services CommunityHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 27348735 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 27348735 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.06710 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 3566501 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 3566501 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00870 | PercentOfTotalExpense |
Subsidized Health Services SubsidizedHealthServices
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 0 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Percent Of Total Expense | 0.00000 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 358312 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 358312 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00090 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 31273548 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 31273548 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.07670 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 93938182 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 63918032 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 30020150 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.13710 | PercentOfTotalExpense |
Physical Improvements And Housing PhysicalImprovementsAndHousing
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
Economic Development EconomicDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 323606 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 323606 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.01200 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
Environmental Improvements EnvironmentalImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
Leadership Development LeadershipDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
Coalition Building CoalitionBuilding
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
Health Improvement Advocacy HealthImprovementAdvocacy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
Workforce Development WorkforceDevelopment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
Other Other
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 0 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Building Expense | 323606 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 323606 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.01200 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReported |
| Bad Debt Expense | $5,451,831 | BadDebtExpenseAmount |
| Amount Attributable To | 0 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 116457112 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 113719709 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 2737403 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | X | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
Form990 Schedule H Part IV Form990ScheduleHPartIV (3 entries)
| Description Ent Primary ActivityDescriptionEntPrimaryActivity | Organization Profit Or OwnershipOrganizationProfitOrOwnership |
|---|---|
| 1 St David's HealthCare Partnership LP LLP | |
| The Foundation owns a controlling interest in St. David's | 0.40590 |
| 2 | |
| HealthCare Partnership, which operated six acute care hospitals in | |
| 3 | |
| Central Texas. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Hospital Facilities | 9 | NumberOfHospitalFacilities |
Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA (9 entries)
| Facility NumberFacilityNumber | Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Er24 HoursEr24Hours | OtherOther |
|---|---|---|---|---|---|---|---|---|
| St David's Medical Center | ||||||||
| 1 | 919 E 32nd Street | Austin | TX | 78705 | X | X | X | |
| South Austin Hospital | ||||||||
| 2 | 901 W Ben White Blvd | Austin | TX | 78704 | X | X | X | |
| North Austin Medical Center | ||||||||
| 3 | 12221 N Mopac Expwy | Austin | TX | 78758 | X | X | X | |
| Georgetown Hospital | ||||||||
| 4 | 2000 Scenic Dr | Georgetown | TX | 78626 | X | X | X | |
| Round Rock Medical Center | ||||||||
| 5 | 2400 Round Rock Ave | Round Rock | TX | 78681 | X | X | X | |
| St David's Rehabilitation Hospital | ||||||||
| 6 | 1005 E 32nd St | Austin | TX | 78705 | X | |||
| Bailey Square Surgery Center | ||||||||
| 7 | 1111 W 34th St 400 | Austin | TX | 78705 | Ambulatory surgery center | |||
| South Austin Surgery Center | ||||||||
| 8 | 4207 James Casey St 203 | Austin | TX | 78745 | Ambulatory surgery center | |||
| Heart Hospital of Austin | ||||||||
| 9 | 3801 North Lamar Blvd | Austin | TX | 78756 | X | X | X | |
Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Not Required | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facility Number | 1 | HospitalFacilityNumber |
Form990 Schedule H Part VI Form990ScheduleHPartVI (14 entries)
| ExplanationExplanation | IdentifierIdentifier | Return ReferenceReturnReference |
|---|---|---|
| Part I, Line 3c: The hospitals provide 100% financial assistance(Charity Care) for eligible patients with income equal to or less 200% of the the Federal Poverty Guidelines(FPG). For eligible patients with income over 200% FPG and equal to 500% or less than FPG, discounts are provided on a sliding scale. Eligibility is determined using various sources of documentation and income verification. The accounts for individuals without any health insurance who live in low income zip codes and who fail to respond to collection efforts are removed from accounts receivable and treated as charity care. All collections efforts cease on these accounts once classified as charity care. | ||
| Part I, Line 7: The hospitals utilize the cost to charge ratio from the audited financial statements. | ||
| Part I, L7 Col(f): Bad debts are excluded from the calculation of total expenses. | ||
| Part II: All of the hospitals are active in the community promoting promoting health of Central Texans. The Foundation is active through its grants program and collaborations in extensive community building activities. | ||
| Part III, Line 4: St. David's Foundation's proportionate share of bad debt expense from its ownership interest in St. David's Healthcare Partners, LP, LLP (the "Partnership") is reported on Schedule H, Part III, Line 2. Following is the footnote to the Partnership's audited financial statements which describes bad debt expense:"Estimated provisions for doubtful accounts are recorded to the extent it is probable that a portion or all of a particular account will not be collected. The Partnership considers a number of factors in evaluating the collectibility of accounts receivable including the age of the accounts, changes in collection patterns and other current conditions, and the composition of patient accounts by payor type.The Partnership multiplies gross charges by the cost-to-charge ratio to determine bad debt. The portion attributable to charity care is 0%." | ||
| Part III, Line 8: The Foundation has used the hositals' proportionate share of the shortfall on Medicare using the Medicare Cost Reports. | ||
| Part III, Line 9b: The organization writes off all charity care and does not pursue collection on those that qualify for charity care. | ||
| Part I, Line 7b, Column (d): Offsetting revenue in Column (d) reflects the difference between Medicare and Medicaid reimbursement rates. Even the higher Medicare reimbursement rate does not cover the cost of services.Part I, Line 7b, Column (f): Due to software limitations, the percent of total expense for Line 7b, Unreimbursed Medicaid, is reported as zero. The actual amount of Line 7b, Column (f) is -6.35%. Lines 7d and 7k, Column (f), would be -0.31% and 7.36%, respectively.Part III, Line 1: Hospitals controlled by the Foundation determine bad debt and charity care in accordance with GAAP. Whether bad debt is determined in accordance with Statement 15 requirements is a more difficult issue. Statement 15 requires hospitals to recognize revenue only when collections are reasonably assured and for an amount that is determinable. Most hospitals, including those controlled by the Foundation, use mathematical models based on prior history to determine the percentage of patient billings that is likely to result in bad debt.For this reason, and out of an abundance of caution, the Foundation has answered "no" to whether Statement 15 is followed. Despite the best efforts of HMFA to assist hospitals in determining the difference between patients who have the capacity to pay for their care but won't pay and patients who lack the capacity to pay, the determination always involves judgment. However, the hospitals controlled by the Foundation determine charity care on the core principles set forth in Statement 15, including specific criteria for charity care, a specific time of determination, record keeping, disclosure of the charity care policy and valuation of charity care at cost. | ||
| Part VI, Line 2: The Partnership Strategic Planning Process continually assesses and addresses the needs of the community. The Foundation recently participated in a capacity study for the surrounding service to assess the overall community needs. The Foundation's Grants Program addresses the needs of the service area. | ||
| Part VI, Line 3: Each hospital posts a summary of its charity care policy in admission areas, emergency rooms, and other areas where eligible patients are likely to be present. The hospitals' Condition of Admission consent informs the patients that they may be eligible for financial assistance or charity care and they may request information about these programs. A summary of the financial assistance program is provided to the patient during the intake and discharge processes. Patients are informed, where applicable, of availability of various government benefits, such as Medicaid, and assists the patients with the qualification for such programs, where applicable. | ||
| Part VI, Line 4: The hospitals are located in Travis and Williamson counties. The patients are predominately from Travis, Williamson and Hays counties. The Foundation's grant program recipients closely align with patient demographics served at the hospitals. | ||
| Part VI, Line 6: The hospitals operate as exempt hospitals; they have open emergency rooms and medical staff. The Foundation invests its share of earnings from the hospitals into programs in Central Texas that increase access to healthcare. | ||
| Part VI, Line 7: The Foundation is a general partner in St. David's Healthcare, a hospital system that meets the Community Benefit Standard in delivering hospital care to Central Texas. In addition, the Foundation has assessed the unmet healthcare needs of Central Texas and uses the earnings from the hospitals to meet those needs in many ways. The Foundation makes grants to charities in Central Texas meeting the healthcare needs of the indigent. The Foundation also makes grants to educational institutions to support medical education. The Foundation's subsidiaries give needs based scholarships to students pursuing healthcare careers. In addition, through a subsidiary, the Foundation provides free dental care to the children in more than 50 low income schools and to the adult patients of safety net clinics in Central Texas. | ||
| TX | Reports Filed With States | Part VI, Line 7 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (69 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Austin Childrens Museum | |||||||
| 201 Colorado St | Austin | TX | 78701 | 742288789 | 501(c)(3) | 250000 | Health Access Grant |
| Childrens Optimal Health | |||||||
| 1345 Philomena St Ste 350 | Austin | TX | 78723 | 262559516 | 501(c)(3) | 35000 | Health Access Grant |
| Friends of Public Health | |||||||
| 100 West Third St | Georgetown | TX | 78626 | 510526402 | 501(c)(3) | 70000 | Health access grant |
| Capital Area Mental Health Center | |||||||
| 1106 Clayton Lane | Austin | TX | 78723 | 740146929 | 501(c)(3) | 80000 | Health access grant |
| Any Baby Can | |||||||
| 1121 E 7th St | Austin | TX | 78702 | 742684335 | 501(c)(3) | 256046 | Health Access Grant |
| YMCA of Austin | |||||||
| 1402 Cesar Chavez | austin | TX | 78702 | 741193464 | 501(c)(3) | 253138 | Health access grant |
| Lone Star Circle of Care | |||||||
| 1500 W University Ave | Georgetown | TX | 78628 | 743001674 | 501(c)(3) | 4689500 | Health Access Grant |
| Easter Seals of Central Texas | |||||||
| 1611 Headway Cir | Austin | TX | 78754 | 750808811 | 501(c)(3) | 71740 | Health Access Grant |
| Combined Community Action | |||||||
| 165 West Ave | Giddings | TX | 78942 | 741548511 | 501(c)(3) | 50000 | Health Access Grant |
| Indigent Care Collaborative | |||||||
| 2101 IH 35 S 500 | Austin | TX | 78741 | 311624871 | 501(c)(3) | 250000 | Health Access Grant |
| Family Eldercare | |||||||
| 2210 Hancock Dr | Austin | TX | 78756 | 742286387 | 501(c)(3) | 204238 | Health Access Grant |
| Texas Scottish Rite Hospial | |||||||
| 2222 welborn st | dallas | TX | 75219 | 750818178 | 501(c)(3) | 25000 | Health access grant |
| People's Community Clinic | |||||||
| 2909 N IH 35 | Austin | TX | 78722 | 237087608 | 501(c)(3) | 2596107 | Health Access Grant |
| Communities in Schools | |||||||
| 3000 S IH 35 | Austin | TX | 78704 | 742369020 | 501(c)(3) | 829665 | Health Access Grant |
| Waterloo Counseling Center | |||||||
| 3000 S IH 35 | Austin | TX | 78704 | 742291792 | 501(c)(3) | 149687 | Health Access Grant |
| Austin Travis County mhmr | |||||||
| 3001 S 1st St 2A | Austin | TX | 78704 | 741547909 | 501(c)(3) | 165800 | Health access grant |
| Boys and Girls Club of the Capital Area | |||||||
| 303 W Johanna St | Austin | TX | 78704 | 746087356 | 501(c)(3) | 103000 | Health Access Grant |
| Meals on Wheels and More | |||||||
| 3227 E 5th St | Austin | TX | 78702 | 237202594 | 501(c)(3) | 276365 | Health Access Grant |
| LifeWorks | |||||||
| 3700 S 1st St | Austin | TX | 78704 | 742137189 | 501(c)(3) | 150000 | Health Access Grant |
| Cancer Connection | |||||||
| 3710 Cedar St Box 11 | Austin | TX | 78731 | 731699037 | 501(c)(3) | 50937 | Health Access Grant |
| Austin Group for the Elderly | |||||||
| 3710 Cedar St Box 2 | Austin | TX | 78705 | 742431028 | 501(c)(3) | 338400 | Health Access Grant |
| Interagency Support Council of Eastern Williamson County | |||||||
| 400 Porter St | Taylor | TX | 76574 | 841636308 | 501(c)(3) | 182540 | Health Access Grant |
| Hospice Austin | |||||||
| 4107 Spicewood Springs Rd | Austin | TX | 78759 | 742200596 | 501(c)(3) | 155000 | Health Access Grant |
| Volunteer Healthcare Clinic | |||||||
| 4215 Medical Parkway | Austin | TX | 78756 | 746082464 | 501(c)(3) | 65000 | Health Access Grant |
| Manos de Cristo | |||||||
| 4911 Harmon Ave | Austin | TX | 78751 | 742511974 | 501(c)(3) | 25000 | Health Access Grant |
| El Buen Samaritano | |||||||
| 7000 Woodhue | Austin | TX | 78745 | 742488682 | 501(c)(3) | 500000 | Health Access Grant |
| New Connections Westlake Hills Pres Church | |||||||
| 7127 Bee Caves Rd | Austin | TX | 78746 | 236393377 | 501(c)(3) | 30000 | Health Access Grant |
| Greenlights for NonProfit Success | |||||||
| 7703 N Lamar | Austin | TX | 78752 | 742992877 | 501(c)(3) | 110000 | Health Access Grant |
| Austin Child Guidance Center | |||||||
| 810 W 45th St | Austin | TX | 78751 | 741166783 | 501(c)(3) | 179472 | Health Access Grant |
| Capital Area Food Bank | |||||||
| 8201 S Congress | Austin | TX | 78746 | 742217350 | 501(c)(3) | 160000 | Health Access Grant |
| Austin Recovery | |||||||
| 8402 Cross Park Dr | Austin | TX | 78754 | 741609108 | 501(c)(3) | 349500 | Health Access Grant |
| Texas Health Institute | |||||||
| 8501 n mopac ste 300 | austin | TX | 78759 | 742237789 | 501(c)(3) | 20000 | Health access grant |
| Wonders and Worries | |||||||
| 923 Westbank Dr | Austin | TX | 78746 | 743012982 | 501(c)(3) | 40000 | Health Access Grant |
| Capital Idea | |||||||
| PO Box 1784 | austin | TX | 78767 | 742893041 | 501(c)(3) | 200000 | Health access grant |
| Marathon Kids | |||||||
| PO Box 5501 | Austin | TX | 78763 | 061722171 | 501(c)(3) | 166000 | Health access grant |
| YMCA of Greater Williamson County | |||||||
| PO Box 819 | round Rock | TX | 78680 | 742206558 | 501(c)(3) | 10000 | Health access grant |
| The Care Communities | |||||||
| PO Box 16529 | Austin | TX | 78761 | 742845698 | 501(c)(3) | 97907 | Health Access Grant |
| SafePlace | |||||||
| PO Box 19454 | Austin | TX | 78760 | 741977853 | 501(c)(3) | 304282 | Health Access Grant |
| SIMS Foundation | |||||||
| PO Box 2152 | Austin | TX | 78768 | 742766013 | 501(c)(3) | 100000 | Health Access Grant |
| Leander ISD | |||||||
| PO Box 218 | Leander | TX | 78646 | 746014573 | 501(c)(3) | 63010 | Health Access Grant |
| Hays-Caldwell Women's Center | |||||||
| PO Box 234 | San Marcos | TX | 78667 | 742020505 | 501(c)(3) | 196091 | Health Access Grant |
| Breast Cancer Resource Center | |||||||
| PO Box 300040 | Austin | TX | 78703 | 742743333 | 501(c)(3) | 184776 | Health Access Grant |
| Health Alliance for Austin Musicians | |||||||
| PO Box 301496 | Austin | TX | 78703 | 741934031 | 501(c)(3) | 30000 | Health Access Grant |
| Round Rock Serving Center | |||||||
| PO Box 5006 | Round Rock | TX | 78683 | 742454410 | 501(c)(3) | 132084 | Health Access Grant |
| Front Steps | |||||||
| PO Box 684519 | Austin | TX | 78768 | 742824054 | 501(c)(3) | 80000 | Health Access Grant |
| Family Crisis Center | |||||||
| PO Box 736 | Bastrop | TX | 78602 | 742304542 | 501(c)(3) | 42000 | Health Access Grant |
| Williamson-Burnet County Opportunities | |||||||
| PO Box 740 | Georgetown | TX | 78627 | 746075213 | 501(c)(3) | 199695 | Health Access Grant |
| Faith in Action Caregivers | |||||||
| PO Box 743 | Georgetown | TX | 78627 | 203414707 | 501(c)(3) | 173550 | Health Access Grant |
| University of Texas at Austin School of Nursing | |||||||
| PO Box 7726 | Austin | TX | 78713 | 746000203 | 501(c)(3) | 370375 | Health Access Grant |
| Texas Ramp Project | |||||||
| PO Box 832065 | Richardson | TX | 78083 | 331139484 | 501(c)(3) | 40000 | Health Access Grant |
| KIPP Austin | |||||||
| 8509 FM 969 Bldg C | Austin | TX | 78724 | 010639602 | 501(c)(3) | 522536 | Health Access Grant |
| UT Elementary | |||||||
| 2200 E 6th St | Austin | TX | 78702 | 746000203 | 501(c)(3) | 1316000 | Health Access Grant |
| Center for Child Protection | |||||||
| 8509 FM 969 Bldg C | Austin | TX | 78724 | 742562585 | 501(c)(3) | 73600 | Health Access Grant |
| Williamson County Crisis Center | |||||||
| 1011 Gattis School Rd Ste106 | Round Rock | TX | 78664 | 742277114 | 501(c)(3) | 25000 | Health Access Grant |
| YWCA of Greater Austin | |||||||
| 2015 S I35 110 | Austin | TX | 78741 | 746053497 | 501(c)(3) | 33689 | Health Access Grant |
| Austin Geriatric Center | |||||||
| 21 Waller St | Austin | TX | 78702 | 237033859 | 501(c)(3) | 100000 | Health Access Grant |
| Austin Speach Labs | |||||||
| 7800 Shoal Creek Blvd Ste 240S | Austin | TX | 78757 | 262137242 | 501(c)(3) | 45000 | Health Access Grant |
| Aids Services of Austin | |||||||
| 7215 Cameron Rd | Austin | TX | 78752 | 742440845 | 501(c)(3) | 437498 | Health Access Grant |
| AISD | |||||||
| 111 W 6th St Ste D 350 | Austin | TX | 78703 | 501(c)(3) | 8445 | Health Access Grant | |
| Austin Travis County Integral Care | |||||||
| PO Box 3548 | Austin | TX | 78764 | 741547909 | 501(c)(3) | 12500 | Health Access Grant |
| Austin Community College Foundation | |||||||
| 5930 Middle Fiskville Rd | Austin | TX | 78752 | 742639966 | 501(c)(3) | 2030000 | Health Access Grant |
| Austin Partners in Education | |||||||
| 701 Brazos Ste 480 | Austin | TX | 78701 | 742905690 | 501(c)(3) | 10000 | Health Access Grant |
| Concordia University | |||||||
| 11400 Concordia University Dr | Austin | TX | 78726 | 741161941 | 501(c)(3) | 252982 | Health Access Grant |
| UT school of Social Work | |||||||
| 1 University Station Mail Box D3510 | Austin | TX | 78712 | 746000203 | 501(c)(3) | 135482 | Health Access Grant |
| Huston-Tillotson University | |||||||
| 900 Chilcon St | Austin | TX | 78702 | 741180151 | 501(c)(3) | 25000 | Health Access Grant |
| Skillpoint Alliance | |||||||
| 201 E 2nd St Ste B | Austin | TX | 78701 | 742704188 | 501(c)(3) | 20000 | Health Access Grant |
| Austin District Dental Hygentist Society | |||||||
| 4702 Hickory Hollow | Austin | TX | 78731 | 742726070 | 501(c)(3) | 10000 | Health Access Grant |
| Ride on Center for Kids | |||||||
| PO Box 2422 | Georgetown | TX | 78627 | 742917659 | 501(c)(3) | 7500 | Health Access Grant |
| Austin Community Foundation | |||||||
| PO Box 5159 | Austin | TX | 78763 | 741934036 | 501(c)(3) | 9900 | Health Access Grant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 69 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The Foundation monitors the use of grant funds through the following procedures: - Grantees submit quarterly reports to Program Officers 30 days after the close of each calendar quarter. Review of quarterly report information includes analysis of a) metric data for goal and outcome measures; b) demographic data; c) significant program activities, accomplishments and/or changes; and d) results of client satisfaction surveys. - Grantees submit year-end reports to Program Officers after the close of fourth quarter. Review of year-end reports includes analysis of aggregate data from quarterly reports and documentation of financial statements. - Program officers distribute summary reports to senior management and board members for analysis. - Program Officers attend grantees' board meetings at least one time per year. - Staff and board members review agency grant proposals in connection with site visits. - Staff conduct periodic site visits throughout funding year. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| R Earl Maxwell | |||||||||||||
| 258916 | 0 | 0 | 0 | 0 | 0 | 7350 | 0 | 12028 | 0 | 278294 | 0 | 0 | 0 |
| James J Ries | |||||||||||||
| 183810 | 0 | 0 | 0 | 0 | 0 | 5604 | 0 | 7475 | 0 | 196889 | 0 | 0 | 0 |
| Bobbie Barker | |||||||||||||
| 205249 | 0 | 0 | 0 | 0 | 0 | 6235 | 0 | 12556 | 0 | 224040 | 0 | 0 | 0 |
| Carol Clark | |||||||||||||
| 240000 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 11370 | 0 | 251370 | 0 | 0 | 0 |
| Patrice Coons | |||||||||||||
| 149635 | 0 | 0 | 0 | 0 | 0 | 4495 | 0 | 7475 | 0 | 161605 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | The reporting organization pays for certain officers' membership at the UT Club for the convenience of the organization to use the club for business meetings. Bobbie Barker was a member of the club during 2010, and dues totaled $828 for that year. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Richard Moeller | |||
| Former President & CEO | 38122 | Richard "Dick" Moeller, former President and CEO of St. David's Foundation, currently serves as President of Enovate Enterprises, LLC, a consulting firmed hired by the foundation to provide strategic planning for CSSI, which provides electronic records for safety net clinics. | 0 |
| CW Hetherly Past Chair | |||
| Family relationship with St. David's Healthcare Partnership, LP, LLP | 134231 | C.W. Hetherly's son, Michael Hetherly, is the Director - Provider Sponsored Networks, CWT Division at St. David's Healthcare Partnership, LP, LLP, an entity related by ownership to the reporting organization, or one of its affiliates. The reported amount of the transaction includes Mr. Hetherly's salary & benefits. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (12 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| New Program Services | Form 990, Part III, line 2 | The Foundation began operating a dental program for the needy of Central Texas effective January 1, 2010. The program was previously operated by St. David's Foundation Community Fund. It is described in more detail on Form 990, Part III, Line 4b as one of the three largest program services of the organization. |
| Form 990, Part VI, Section A, line 2 | Charles Christensen (Trustee), Diane Grant (Trustee) and Carol Clark (General Counsel) are limited partner investors in a real estate partnership in which C.W. Hetherly (Past Chair) is the general partner. The limited partnership units were offered in a private placement to qualified investors; all investors, a larger pool than these three investors, paid the same price per unit. | |
| Form 990, Part VI, Section A, line 2 | David Hughes (Chairman) is an attorney with a private law firm that has clients among the Trustees. Mr. Hughes and his firm do not provide legal services to the reporting organization. | |
| Form 990, Part VI, Section B, line 11 | The reporting organization's Tax and Audit Committee reviews a draft of the Form 990 in detail prior to it being finalized. The organization's Board then reviews a draft of the Form 990 in summary prior to finalization. A final version of Form 990 is sent to the Trustees for review prior to filing. | |
| Form 990, Part VI, Section B, line 12c | The reporting organization annually verifies compliance with the conflicts of interest policy. The individuals covered by this policy include the officers, trustees, directors, board of governors representatives. The persons covered by this policy are required to annually disclose or update the Chairman of the Board of Trustees on a form provided by the organization their interests that could give rise to conflicts of interest. For each interest disclosed to the Chairman of the Board of Trustees of the foundation, the Chairman will determine whether to: (a) take no action; (b) assure full disclosure to the Board of Trustees of the Foundation and other individuals covered by this policy; (c) ask the person to recuse from participation in related discussions or decisions within the organization; or (d) ask the person to resign from his or her position in the Organization or, if the person refuses to resign, become subject to possible removal in accordance with the Organization's removal procedures. The organization's CEO will monitor proposed or ongoing transactions for conflicts of interest and disclose them to the Chairman of the Board of Trustees in order to deal with potential or actual conflicts. | |
| Form 990, Part VI, Section B, line 15 | To establish the compensation of the organization's top management official, other officers, and key employees, the foundation hires an outside consultant to conduct an intermediate sanction review. Without participation of the officer, director or other top management official under consideration, the Executive Committee reviews and approves the consultant's report. This process was last undertaken for the following officers, directors, key employees as follows: Earl Maxwell, Chief Executive Officer, December, 2010 Jim Ries, Chief Financial Officer, December, 2010 Bobbie Barker, VP of Grants & Community Programs, December, 2010 Patrice Coons, Clinical Director, Dental Programs, December, 2010 Carol Clark, Independent Legal Counsel, December, 2010 Roberto Rodriguez, M.D., December, 2010 Caesar Collazo, Dentist, December, 2010 Kara Diemer, Dentist, December, 2010 Shailee Gupta, Dentist, December, 2010 Monica Anderson, Dentist, December, 2010 Ensy Atarod, Dentist, December, 2010 Falumi Patel,Dentist, December, 2010 | |
| Form 990, Part VI, Section C, line 19 | The reporting organization's governing documents and conflict of interest policy are available to the public upon request. Please contact Jim Ries at 512-879-6603. | |
| Changes in Net Assets or Fund Balances: | Form 990, Part XI, line 5: | Net unrealized gains on investments: 11,575,530. |
| Form 990, Part XII, Line 2b: | The reporting organization's financials statements were audited by an independent accountant as part of consolidated financial statements. The consolidated financial statements included St. David's Foundation, St. David's Community Health Foundation Holdings, St. David's Foundation Community Fund, St. David's Community Health Foundation Initiatives, St. David's Foundation Impact Fund, LP, and St. David's Foundation Impact Fund, GP, LLC. | |
| Form 990, Part VI, Section A, Line 1a: | The Board of Trustees of the reporting organization (the "Foundation") established an Executive Committee (the "Committee") to assist the Board in fulfilling its oversight responsibility for the operations of the organization and its affiliates. The Committee has the power to conduct the business of the Foundation during the period between meetings of the Board, in accordance with the policies and expressed wishes of the Board and established protocol. The Committee is authorized to secure such resources as it reasonably needs to fulfill its responsibilities, including outside consultants, as appropriate. The Chief Executive Officer of the Foundation, or an appointed representative, serves as the Committee's staff liaison. The Committee also consists of two elected governing Board officers: Chair and Secretary, and the chairs of other governing Board sub-committees. All Committee members are governing board members, must be independent of management, and receive no compensation from the Foundation. The Board of Trustees has adopted a set of Central Governance Principles to provide a specific framework for the decision-making and governance activities of the Committee. | |
| Officer Compensation of Related Organizations: | St. David's Foundation (the "Foundation") owns a general partner interest in St. David's Healthcare Partnership, LP, LLP (the "Partnership"). The amounts below represent the Partnership's portion of compensation paid in 2010. Jon Foster, CEO Salary $649,159 Employee Benefits $ 19,792 David Wilson, CFO Salary $319,625 Employee Benefits $ 18,602 | |
| St. David's Foundation 2010 Community Benefit Report: | Impact. Community. Health. With those three words as a guide, St. David's is dedicated to making a positive impact on the health of our community. St. David's Foundation includes controlling interests in six acute care hospitals and one rehabilitation hospital dedicated to serving Central Texas under the community benefit standard and a grant program focused on improving health and health care in Central Texas. IMPACT. St. David's HealthCare Partnership capital investment in the Community $750,000,000 Since inception in 1996, the St. David's hospitals have reinvested more than $750 million in spent or committed funds in capital improvements to the hospitals and other medical facilities. The Central Texas area is one of the fastest growing areas of the country, and the St. David's HealthCare Partnership is committed to offering Central Texas the highest level of health care by expanding and upgrading facilities, recruiting the best doctors and nurses, and offering advanced medical services and technology. St. David's Hospitals Scope of Service St. David's touches thousands of Central Texans each year. In 2010, that included: * Patients admitted 56,546 * Emergency room visits 253,871 COMMUNITY. Community health improvement services and community benefit operations $30,020,150 The Foundation invests its share of the earnings from St. David's HealthCare into programs in Central Texas that increase access to quality health care. The Foundation identifies areas of need, outlines goals for each area with an overall objective to make grants that will have a significant impact. The focus areas and goals include: Healthy Aging - Supporting programs that help maintain aging in place for older adults. $2.0 million in 2010 Healthy Futures - Providing funds for educational opportunities in health care research and health careers. $2.8 million in 2010 Healthy Living - Promoting health and wellness through healthy diet and exercise. $2.7 million in 2010 Healthy Minds - Supporting behavioral health programs in schools, health clinics and community non-profits. $4.0 million in 2010 Healthy People - Improving access to health care for low income Central Texans. $7.6 million in 2010 Healthy Smiles - Offering free dental services to underserved children in six school districts and families at safety net clinics. $4.2 million in 2010 With so many issues affecting the health and well-being of Central Texans, the Foundation's mission is to overcome these challenges so everyone has an opportunity to receive the best health care possible. We believe that by taking the initiative to understand these direct problems, we can wisely fund programs that are innovative and surpass the expectations of the people we serve. Covering more than five counties in Central Texas, in 2010 the Foundation helped more than 57 agencies. * St. David's Foundation Grants $20,346,273 * St. David's Foundation Grants Administration $831,243 St. David's Healthcare Partnership also provides community health improvement services and community benefit operations. The Foundation share was $5.7 million in 2010. With one of the largest fleets of mobile dental clinics in the country, St. David's Dental Program offers free dental care to children at Title I elementary schools in Central Texas, as well as to adults referred by area clinics and the Health Alliance for Austin Musicians (HAAM). Each of the six vans is equipped with two dental exam rooms, digital x-rays, and computer workstations. The vans are staffed by licensed dentists, hygienists, and dental assistants. In 2010, St. David's Dental Program treated 4,686 students free of charge at 34 schools throughout Central Texas. The schools eligible for the program have a Title I designation and more than half of the student population participates in free lunch programs. St. David's Dental Program employs two oral health educators who travel to schools to teach children about good dental health care and nutrition. In 2010, the educators visited nearly 50 schools, where they provided classroom training, as well as free toothbrushes and toothpaste, to more than 28,000 students and their parents. As of 2010, the Dental Program became a part of St. David's Foundation. HEALTH. St. David's Foundation Charity Care $24,639,916 The health care system, St. David's HealthCare, is a partnership between St. David's Foundation (a general partner with a controlling governance interest) and HCA, and operates as an exempt hospital. The St. David's hospitals provide a substantial amount of charity care to the elderly, indigent, and economically disadvantaged in Central Texas. All patients are admitted to emergency rooms regardless of their ability to pay. If further acute inpatient care is required, patients from the emergency department are admitted to the hospital, also without regard to their ability to pay. The amount represents St. David's Foundation's proportionate share of the Partnership's charity care and charity care provided by the dental program. Health Professionals Education $3,566,501 . The Foundation's share of the Partnership's health professional education was $802,282. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| St David's Community Health Foundation Holdings | ||||||||||
| 811 Barton Springs Rd Suite 600 | Austin | TX | 78704 | 742206098 | Holds endowment funds used to assist the needy of Central Texas | TX | 501(c)(3) | Sec 170 (b)(1)(A)(vi | St David's Foundation | 1 |
| St David's Foundation Community Fund | ||||||||||
| 811 Barton Springs Rd Suite 600 | Austin | TX | 78704 | 742898888 | Provides Scholarships to Needy Students in Central Texas | TX | 501(c)(3) | Sec 170 (b)(1)(A)(vi | St David's Foundation | 1 |
| St David's Community Health Foundation Initiatives | ||||||||||
| 811 Barton Springs Rd Suite 600 | Austin | TX | 78704 | 270112979 | Supports St. David's Foundation Community Fund | TX | 501(c)(3) | Sec 509(a)(3), I | St David's Foundation Community Fund | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| St David's Healthcare Partnership LP LLP | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 742781812 | Owns & operates 6 acute care hospitals in Central TX | TX | N/A | Related | 63511250 | 359942494 | 0 | 1 | 0.40590 |
| Bailey Square Ambulatory Surgical Center Ltd | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 752467365 | Ambulatory surgery center | TX | N/A | ||||||
| South Austin Surgery Center Ltd | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 621775267 | Ambulatory surgery center | TX | N/A | ||||||
| Leadership Healthcare Holdings II LP LLP | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 341996283 | Owns an interest in a radiology center | TX | N/A | ||||||
| Leadership Healthcare Holdings LP LLP | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 203151012 | Owns majority interests in ambulatory surgery centers | TX | N/A | ||||||
| Oakwood Surgery Center Ltd | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 621641024 | Ambulatory surgery center | TX | N/A | ||||||
| North Austin Surgery Center LP | |||||||||||||
| 98 San Jacinto Ste 1800 | Austin | TX | 78701 | 200648730 | Ambulatory surgery center | TX | N/A | ||||||
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| St David's Foundation Impact Fund LP | ||||||||
| 811 Barton Springs Rd Ste 600 | Austin | TX | 78704 | 341996279 | Owns indirect interest in a radiology center; makes research grants | TX | N/A | C |
| St David's Foundation Impact Fund GP LLC | ||||||||
| 811 Barton Springs Rd Ste 600 | Austin | TX | 78704 | 341996272 | Owns indirect interest in a radiology center; makes research grants | TX | N/A | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | St David's Foundation Community Fund | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | J | TransactionType |
| Amount Involved | 200004 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |